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Independent Advisor Alliance’s ConocoPhillips COP Stock Holding History

Independent Advisor Alliance’s Portfolio COP Stock Details COP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-2
Closed -$2K – 600
2020
Q4 		$2K Buy
+2
New +$74 ﹤0.01% 563

Other funds holding COP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Independent Advisor Alliance's COP Position: Q1 2026 in Review

Independent Advisor Alliance reduced its ConocoPhillips (COP) stake by 21% in Q1 2026, selling an estimated $1.8M and leaving 59,669 shares worth $7.88M. The position accounts for 0.08% of the portfolio, ranked #217.

Independent Advisor Alliance first reported a position in COP in Q4 2016 and has held it in 38 quarters since. The position peaked at $11.4M in Q1 2024. 2,565 funds tracked by Wall St. Rank hold COP as of Q1 2026.

  • Independent Advisor Alliance held 59,669 shares of ConocoPhillips worth $7.88M as of Q1 2026.
  • Independent Advisor Alliance sold 16,278 ConocoPhillips shares in Q1 2026, an estimated $1.8M.
  • ConocoPhillips made up 0.08% of Independent Advisor Alliance's portfolio in Q1 2026, its #217 holding.
  • Independent Advisor Alliance first reported a position in ConocoPhillips in Q4 2016 and has held it in 38 quarters since.
  • Independent Advisor Alliance's ConocoPhillips position peaked at $11.4M in Q1 2024.
  • 2,565 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.